Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,500 | $72,071-81.3% | $68,368-80.3% | $137,256-90.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 24.29% | 353.14%-328.8pp | 292.57%-268.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,810 | $2,788-35.1% | $2,649-31.7% | $4,156-56.5% |
| Participant deferral / active EE | $3,356 | $4,410-23.9% | $4,123-18.6% | $6,407-47.6% |
| Admin fee / account holder | $1,518 | $5,336-71.6% | $5,150-70.5% | $12,270-87.6% |